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Architas Global Equity Income A Inc

Ranked 59 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Alex Burn

Alex Burn leads research on Asian and Japanese equity funds at Architas, as well as co-managing the Global Equity Income and Passive portfolios. Burn joined Architas in 2013 from the AXA UK graduate scheme. He has a BA in corporate management and is IMC qualified. He has also been a CFA charterholder since May 2017.

Sheldon MacDonald

Sheldon MacDonald, CFA, is deputy CIO at Architas based in London. He joined the firm in 2010 and prior to this he was a fund of funds manager at Nedgroup Investments. With 22 years of investment experience, he has a BComm in Financial Accounting and Economics, is a CFA Charterholder and holds the IMC. Outside of asset management Sheldon enjoys the theatre, music, travel, rugby, soccer and skiing.


The investment objective of the Fund is to provide income with some capital growth over the medium to long term. The Fund aims to invest in assets with income prospects from around the world, primarily equities. The Fund will seek to achieve its aim mainly by buying units or shares in other funds ("underlying funds") including funds which are traded on stock exchanges (investment trusts and exchange traded funds).

Showing fund performance in United Kingdom View performance globally


Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -9.1% -8.6% 6.3% 3.8% -9.9%
2017 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
BGF Global Enhanced Equity Yield D5 USD 15.10%
BCIF Continental European Equity Trackr L Acc 12.02%
BCIF Continental European Equity Trackr L Inc 12.02%
Vanguard US Equity Index Inst Plus GBP Inc 11.18%
Schroder Asian Income Maximiser A Inc 10.73%
BCIF North American Equity Tracker L Acc 10.38%
Invesco S&P 500 High Div Low Vol UCITS ETF 10.03%
BlackRock Continental European Income A Inc 9.78%
iShares Japan Equity Index (UK) L Inc 7.05%
iShares Emerging Markets Equity Index (UK) L Inc 4.76%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/07/2017
  • Share Class size03Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment50


  • Annual management0.50%
  • Initial investment0.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).